New Deal Invest
New Deal Invest @NDI-FutureTech

Performance
All

45.23%2025
2025
37.10%2024
2024
31.68%2023
2023
-20.16%2022
2022
4.41%2021
2021
7.92%2020
2020
-1.00%2019
2019
45.2%0%-45.2%
Discussions
NDI-FutureTech
Smart Portfolio
3h
Circle: Owning the Dollar Rails of the Internet $CRCL (Circle Internet Group Inc) hasn’t started well for NDI-FutureTech since we added it in early 4Q25, but the 40% pullback against still-solid fundamentals has actually improved the long-term risk/reward. Unlike most high-growth names in the portfolio,... Show More
NDI-FutureTech
Smart Portfolio
9d
Lemonade: Moving From Light-Risk Model to Full Insurer $LMND (Lemonade Inc.) has been in the NDI-FutureTech portfolio since inception and has become one of our biggest outliers: up roughly 300% since launch and about 85% year-to-date. We’ve always viewed it as an AI-native insurance platform with meaningful... Show More
NDI-FutureTech
Smart Portfolio
14d
AI Bubble Check: Hyperscaler ROIC Still Beats the Cost of Capital At NDI-FutureTech we spend a lot of time stress-testing AI narratives, comparing market sentiment with actual economics. With “AI bubble” talk getting louder, a useful way to ground the debate is to ask: what forward Return on Invested... Show More
NDI-FutureTech
Smart Portfolio
21d
Fortinet: Building Secure, Efficient Networks for the AI-Driven World 👉 $FTNT (Fortinet Inc) — a long-term holding in the @NDI-FutureTech portfolio — reported 3Q25 results on November 5, 2025, which underwhelmed analysts and investors. Concerns about slower services growth have driven expectations... Show More
NDI-FutureTech
Smart Portfolio
1m
Edited
💡 AI Value Chain #7: Optical Interconnect $LITE (Lumentum Holdings Inc) has been a holding in @NDI-FutureTech for several quarters. The company is emerging as a key enabler of the optical backbone underpinning the AI data-center boom — the infrastructure equivalent of upgrading from copper wiring... Show More
NDI-FutureTech
Smart Portfolio
1m
🚀 Google’s AI Renaissance: From Caution to Conviction We’ve added $GOOGL (Alphabet Inc Class A) at the start of Q3, marking a return to conviction in a company that’s quietly pulled off one of the most impressive AI turnarounds in tech — and we look forward to 3Q25 earnings on October 29th. Eighteen... Show More
NDI-FutureTech
Smart Portfolio
2m
💡 AI Value Chain #6: T&D - Quanta Services (PWR) @NDI-FutureTech ⚡ $PWR (Quanta Services Inc) has been a holding in NDI-FutureTech for a couple of quarters now. In the previous article in the AI Value Chain series, we discussed key energy players such as $OKLO (Oklo Inc)) and $LEU (Centrus Energy... Show More
NDI-FutureTech
Smart Portfolio
2m
Tempus AI: Building the Operating System for Precision Oncology $TEM.US (Tempus AI Inc) is a new addition to the @NDI-FutureTech portfolio this quarter. In healthcare — a sector undergoing massive AI transformation — many listed names fall into high-risk biotech plays dependent on FDA approvals. That’s... Show More
NDI-FutureTech
Smart Portfolio
2m
📣 @NDI-FutureTech 𝙌𝙪𝙖𝙧𝙩𝙚𝙧𝙡𝙮 𝙍𝙚𝙗𝙖𝙡𝙖𝙣𝙘𝙚 – 𝙌𝙪𝙞𝙘𝙠 𝙐𝙥𝙙𝙖𝙩𝙚 A massively successful quarter with continued outperformance calls for adjustments to capture the most promising opportunities across AI, blockchain, future infrastructure, and advanced technologies. We’re taking well-earned... Show More
🧠 AI & Tech
100.00%
🧬 Healthcare Innovation
100.00%
⚙️ Infrastructure & Materials
100.00%
💰 Blockchain & Fintech
100.00%
126 Votes

About New Deal Invest
Strategy: Growth

Copy NDI's unique tech-innovation management approach in one click. No management fee.
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